PREETI GUPTA

Licensee: PREETI GUPTA

PREETI GUPTA (Adviser# 001264469) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is December 22, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name PREETI GUPTA
Adviser Number 001264469
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 24742786586
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000489016
PREETI GUPTA
Adviser Start Date 2016-12-22
Appointing Representative Name PREETI GUPTA
Appointing Representative Number 000489016
Memberships CPA Australia (CPA)
Institute of Public Accountants (IPA)

Authorisations to provide financial product advice

  • PREETI GUPTA
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
MASTER OF PROFESSIONAL ACCOUNTING MACQUARIE UNIVERSITY

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000489016 PREETI GUPTA 2016-12-22 - PREETI GUPTA

Licensee Information

Licence Name PREETI GUPTA
Licence Number 000489016

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.